We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
701
McLean Asset Management
Virginia
$224K
MPCG
702
Matrix Private Capital Group
New York
$223K -$5.02K -9 -2%
SB
703
Strategic Blueprint
Georgia
$223K +$2.79K +5 +1%
PWS
704
Precision Wealth Strategies
Missouri
$223K +$39.1K +70 +16%
DBRC
705
D.B. Root & Company
Pennsylvania
$223K +$262K +470 New
GIM
706
Greenwich Investment Management
Connecticut
$222K
PWM
707
Perigon Wealth Management
California
$221K +$259K +464 New
EWM
708
Executive Wealth Management
Michigan
$220K +$72.6K +130 +39%
FBB
709
Fulton Breakefield Broenniman
Maryland
$219K -$11.7K -21 -4%
WGAM
710
Wilkinson Global Asset Management
New York
$219K
BAM
711
Bruderman Asset Management
New York
$218K +$53.6K +96 +27%
AWA
712
Aaron Wealth Advisors
Illinois
$215K -$180M -322,826 -100%
JWCA
713
J.W. Cole Advisors
Florida
$214K +$252K +451 New
HCA
714
Harbour Capital Advisors
Virginia
$211K -$10K -18 -4%
GTCM
715
Gyon Technologies Capital Management
New Jersey
$211K +$248K +444 New
KOCAA
716
Knights of Columbus Asset Advisors
Connecticut
$211K +$248K +444 New
FFA
717
First Foundation Advisors
California
$210K -$228K -408 -48%
DAS
718
Dynamic Advisor Solutions
Arizona
$207K +$21.2K +38 +10%
HIC
719
Holderness Investments Company
North Carolina
$205K
NFG
720
Nations Financial Group
Iowa
$204K +$18.4K +33 +8%
HI
721
Harrington Investments
California
$203K -$14.5K -26 -6%
BOPW
722
Brandywine Oak Private Wealth
Pennsylvania
$203K +$4.46K +8 +2%
CSPIA
723
Cary Street Partners Investment Advisory
Virginia
$203K +$238K +426 New
MW
724
Marcum Wealth
Ohio
$202K +$20.1K +36 +9%
1WM
725
1900 Wealth Management
Texas
$201K -$74.8K -134 -24%